Linch Financial

09/16/2026

Schwab as the custodian for Linch Financial is such a vital contributor to Linch Financial’s success. The technology and service is outstanding. New enhancements are being added continually as well.
Today’s call is going over many of the recent developments.

08/21/2026

How low can you go, Forbes! Client referrals in any business are the ideal way to go. The article below highlights a $6M 'Gift' that prompts advisors' concern over Forbes Rankings.

12/24/2025

A bit dramatic, but definitely something to think about if you leave your Traditional IRA to non-spouse beneficiaries.

In his view, they are good only for charitable gifts.

12/03/2025

Wow, this is a truly valuable gift for our youth. I am so proud of Michael and Susan Dell! Michael Dell has always been a favorite of mine, and DELL stock was one of the first big winners in my career. :-)

Michael and Susan Dell hope their funding will prompt families to save for their children’s future.

10/15/2024

Ted Cruz and Collin Allred debate on ABC tonight at 7 PM. Will either address our $35.7 trillion deficit?

US National Debt Clock : Real Time U.S. National Debt Clock

08/16/2024

I am humbly honored to be recognized as a 2024 Five Star Wealth Manager Awardee (11th consecutive year). At Linch Financial, we strive to be the best and adhere naturally to the Golden Rule Philosophy. This past year we set a record for referrals received and they are all wonderful people and our friends now. Our minimum new account size is now 500k but if any of my Facebook friends have financial questions please message me and I will be happy to help. See the profile and disclosures at https://app.essentialengine.com/spotlights/129080, or visit us at https://linchfinancial.com

06/16/2024

With a heart full of gratitude, we honored the remarkable life of my dear friend and client today. Her century-long journey on this earth left an indelible mark on everyone she met, and we are all elevated by the experience of having known her.

05/19/2024

Run for Elise last Saturday and Mavs game this Saturday were remarkable and reminds us to give and live.

03/15/2024

First ROKU open market insider buy since its IPO in 2017. Bought 8000 at $63.96. Largest streaming media subscriber in the USA.